- Bloomberg Intelligence reported in an article this morning that the possibility of Ukraine joining NATO is being considered in diplomatic circles. Although this is still only speculation, it would mean an outright risk of Russia escalating the war in retaliation. Russia completely halting its gas deliveries to Europe or non-Euro countries via Ukraine could be the first in a series of steps as the answer if Ukraine were to join NATO.
- Yahoo Finance reports that PetroChina is set to place orders for building more LNG ships. This strategy fits with recent reports of China being very active in the European Gas market and means their presence is here to stay.
- One headwind for Gas prices could come with Israel finally considering a ceasefire in Gaza, though no real deal is in place yet. A ceasefire would ease tensions in the region and could see Gas prices drop back below $2.00.
면책 조항: 본 게시글에 표현된 견해는 전적으로 작성자의 견해이며 Followme의 공식 입장을 대변하지 않습니다. Followme는 제공된 정보의 정확성, 완전성 또는 신뢰성에 대해 책임을 지지 않으며, 서면으로 명시적으로 언급되지 않는 한 해당 내용을 기반으로 취해진 어떠한 조치에 대해서도 책임을 지지 않습니다.
이 글이 마음에 드시나요? 작성자에게 팁을 보내 감사의 마음을 전하세요.
